Civic Intelligence

The Ms Grumbacher Foundation

EIN 23-2697348 • Sebastapol, CA

2545 Burnside RoadSebastapol, CA 95472
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$10,200

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-6.3%

Faster revenue growth than 25% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,492,052

Up $58,105 (+0.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$7,492,052

Up $58,105 (+0.8%) from 2024

Operations
Liabilities / Revenue22nd percentileNet Margin61st percentile

Revenue

Down

$510,538

Down $34,167 (-6.3%) from 2024

Expenses

Up

$452,433

Up $35,533 (+8.5%) from 2024

Net Income

Down

$58,105

Down $69,700 (-55%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,078,510Liabilities 2011: $02011Assets 2012: $4,375,960Liabilities 2012: $02012Assets 2013: $4,274,301Liabilities 2013: $02013Assets 2014: $4,545,865Liabilities 2014: $02014Assets 2015: $4,427,760Liabilities 2015: $02015Assets 2016: $4,340,102Liabilities 2016: $1,8822016Assets 2019: $4,715,969Liabilities 2019: $02019Assets 2020: $5,054,712Liabilities 2020: $0Net Assets 2020: $5,054,7122020Assets 2021: $5,370,303Liabilities 2021: $0Net Assets 2021: $5,370,3032021Assets 2022: $6,185,675Liabilities 2022: $0Net Assets 2022: $6,185,6752022Assets 2023: $7,306,142Liabilities 2023: $0Net Assets 2023: $7,306,1422023Assets 2024: $7,433,947Liabilities 2024: $0Net Assets 2024: $7,433,9472024Assets 2025: $7,492,052Liabilities 2025: $0Net Assets 2025: $7,492,0522025

Highlighted filing

2025

Assets$7,492,052
Liabilities$0
Net Assets$7,492,052
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $382,329Expenses 2011: $326,203Net Income 2011: $56,1262011Revenue 2012: $623,681Expenses 2012: $326,231Net Income 2012: $297,4502012Revenue 2013: $238,108Expenses 2013: $339,767Net Income 2013: -$101,6592013Revenue 2014: $610,946Expenses 2014: $339,382Net Income 2014: $271,5642014Revenue 2015: $252,602Expenses 2015: $370,707Net Income 2015: -$118,1052015Revenue 2016: $278,351Expenses 2016: $367,891Net Income 2016: -$89,5402016Revenue 2019: $626,587Expenses 2019: $386,711Net Income 2019: $239,8762019Revenue 2020: $737,422Expenses 2020: $402,929Net Income 2020: $334,4932020Revenue 2021: $764,044Expenses 2021: $448,453Net Income 2021: $315,5912021Revenue 2022: $1,296,929Expenses 2022: $481,557Net Income 2022: $815,3722022Revenue 2023: $1,598,589Expenses 2023: $478,122Net Income 2023: $1,120,4672023Revenue 2024: $544,705Expenses 2024: $416,900Net Income 2024: $127,8052024Revenue 2025: $510,538Expenses 2025: $452,433Net Income 2025: $58,1052025

Highlighted filing

2025

Revenue$510,538
Expenses$452,433
Net Income$58,105
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,492,052
Liabilities
$0
Net assets
$7,492,052
Revenue
$510,538
Expenses
$452,433
Net income
$58,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.51$0.45$0.06
2024Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.54$0.42$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$1.60$0.48$1.12
2022Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.30$0.48$0.82
2021Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.76$0.45$0.32
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.74$0.40$0.33
2019Summary only. Only limited summary data is available for this year.$4.72$0.00$0.63$0.39$0.24
2016Summary only. Only limited summary data is available for this year.$4.34$0.00$0.28$0.37$0.09
2015Summary only. Only limited summary data is available for this year.$4.43$0.00$0.25$0.37$0.12
2014Summary only. Only limited summary data is available for this year.$4.55$0.00$0.61$0.34$0.27
2013Summary only. Only limited summary data is available for this year.$4.27$0.00$0.24$0.34$0.10
2012Summary only. Only limited summary data is available for this year.$4.38$0.00$0.62$0.33$0.30
2011Summary only. Only limited summary data is available for this year.$4.08$0.00$0.38$0.33$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA G SCHULTZPresident-$10,200-$10,200
SUSAN GREGORYDirector-$3,000-$3,000
ROWAN SCHULTZDirector-$3,000-$3,000
DHAYAN ROARKDirector-$3,000-$3,000
RAE SCHULTZDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
The Ms Grumbacher Foundation
EIN
23-2697348
Phone
7074843723
Address
2545 BURNSIDE ROAD, SEBASTAPOL, CA 95472

Signing Officer

Name
Joshua Schultz
Title
President
Phone
7074843723
Signed
2025-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
ONE BALA PLAZA SUITE 502, BALA CYNWYD, PA 19004
Preparer
Jonathan Hoffman CPA
Phone
6106684200
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